Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...
Published . Updated .
Honeywell Aerospace Inc (HONA) posted 2.4% organic sales growth to $4.6 billion, a 1.3 book-to-bill ratio, and raised adjusted EPS guidance to $7.85--$8.00 despite persistent supply chain constraints.
Directly affected
- HONA Honeywell Aerospace
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d
iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- BA The Boeing-14.7% 30d
The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- GE GE Aerospace-5.4% 30d
GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- HWM Howmet Aerospace-13.3% 30d
Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- TDG TransDigm Group+3.4% 30d
TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- UPS United Parcel Service+5.7% 17d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- FDX FedEx+5.8% 30d
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| HONA | +9.36% | +14.80% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| BANo price data for this ticker | — | — | — | — | — | — | — |
| GE | -4.44% | -0.15% | base | after close | after close | after close | after close |
| HWM | -2.50% | -2.02% | base | after close | after close | after close | after close |
| TDG | -1.53% | -0.79% | base | after close | after close | after close | after close |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
| FDXNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ... Yahoo Finance
Source: Yahoo Finance
Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)
| Company | When | Move | Status |
|---|---|---|---|
| General Electric (GE) | three days earlier | -0.15% | final price |
| General Electric (GE) | five days earlier | -4.44% | final price |
| HONA | three days earlier | +14.80% | final price |
| HONA | five days earlier | +9.36% | final price |
| Howmet Aerospace (HWM) | three days earlier | -2.02% | final price |
| Howmet Aerospace (HWM) | five days earlier | -2.50% | final price |
| TransDigm Group (TDG) | three days earlier | -0.79% | final price |
| TransDigm Group (TDG) | five days earlier | -1.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Honeywell Aerospace (HONA), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Honeywell Aerospace (HONA), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Honeywell Aerospace (HONA), worth $100,001 - $250,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Boeing (BA), worth $1,001 - $15,000 on 24 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Boeing (BA), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold General Electric (GE), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Electric (GE), worth $1,001 - $15,000 on 24 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Byron Donalds sold Howmet Aerospace (HWM) (held by a spouse), worth $1,001 - $15,000 on 11 Aug 2026. That is 83 days before publication. Filed 15 Sep 2026. View the filing.
- Rep. Byron Donalds sold Howmet Aerospace (HWM), worth $1,001 - $15,000 on 11 Aug 2026. That is 83 days before publication. Filed 15 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold TransDigm Group (TDG), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. April McClain Delaney sold TransDigm Group (TDG) (held by a dependent child), worth $100,001 - $250,000 on 25 Aug 2026. That is 69 days before publication. Filed 9 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
- BA Boeing
Boeing (BA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ....” Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- GE General Electric
General Electric (GE) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ....” Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- HWM Howmet Aerospace
In “Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- TDG TransDigm Group
For “Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
“Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...” (2 Nov 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through this story.
For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
Boeing (BA) is here too. Its reason reads: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range
BA traded between 165.01 and 195.02 across 20 sessions. The latest close on file is 171.56. GE traded between 278.37 and 321.11 across 20 sessions. The latest close on file is 301.81. ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
40 out of 100
“Honeywell Aerospace Inc (HONA) Q3 2026 Earnings Call Highlights: Backlog Tops $19 Billion as ...” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.